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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Relationship Banker - Westford Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Paoli Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for new and existing clients based on their needs</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Flying Horse Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: <ul> <li>Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives</li> <li>Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews</li> <li>Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate</li> <li>Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis</li> <li>Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks</li> <li>Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics</li> </ul> Required Qualifications: * A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. * This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work experience. * Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. * Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. * Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. Desired Qualifications: * Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. * A graduate degree such as MBA or JD preferred * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: * Advisory * Client Investments Management * Customer and Client Focus * Investment Management * Presentation Skills * Active Listening * Analytical Thinking * Attention to Detail * Client Experience Branding * Valuation Ethics and Practice Standards * Collaboration * Critical Thinking * Data Quality Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Portfolio Manager III

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for driving efforts to develop and deliver complex data solutions to accomplish technology and business goals. Key responsibilities include leading code design and delivery tasks with the integration, cleaning, transformation and control of data in operational and analytical data systems. Job expectations include liaising with vendors and working with stakeholders and Product and Software Engineering teams to implement data requirements, analyzing performance, and researching and troubleshooting issues within system engineering domains. Position Summary This job is responsible for driving efforts to develop and deliver complex data and workflow solutions to accomplish technology and business goals. Key responsibilities include leading code design and delivery tasks with the integration, cleaning, transformation and control of data in operational and analytical data systems. Job expectations include liaising with vendors and working with stakeholders and Product and Software Engineering teams to implement data/workflow requirements, analyzing performance, and researching and troubleshooting issues within system engineering domains. Responsibilities: <ul> <li>Leads story refinement and delivery of requirements through the delivery lifecycle and assists team members in resolving technical complexities</li> <li>Codes complex solutions to integrate, clean, transform, and control data and workflows, builds processes supporting data transformation, data structures, metadata, data quality controls, dependency, and workload management, assembles complex data sets, and communicates required information for deployment</li> <li>Leads documentation of system requirements, collaborates with development teams to understand data requirements and feasibility, and leverages architectural components to develop client requirements</li> <li>Leads testing teams to develop test plans, contributes to existing test suites including integration, regression, and performance, analyzes test reports, identifies test issues and errors, and leads triage of underlying causes</li> <li>Leads work efforts with technology partners and stakeholders to close gaps in data management standards adherence, negotiates paths forward by thinking outside the box to identify and communicate solutions to complex problems, and leverages knowledge of information systems, techniques, and processes</li> <li>Leads complex information technology projects to ensure on-time delivery and adherence to release processes and risk management and defines and builds data pipelines to enable data-informed decision making</li> <li>Mentors Data Engineers to enable continuous development and monitors key performance indicators and internal controls</li> </ul> Qualifications: <ul> <li>Experience leading complex data and workflow product development. </li> <li>Strong data analytics/ modelling and SQL query skills.</li> <li>10 years of Pega hands on experience in delivery of large enterprise complex solutions.</li> <li>Strong communication skills to discuss and understand various business processes.</li> <li>Pega 8, Pega PRPC guardrails and Sound understanding of all Pega PRPC features.</li> <li>Deep understanding of Enterprise class structure, complex workflows and design patterns.</li> <li>Strong experience in Case management, data modeling, Integrations, Agents and performance fine tuning.</li> <li>Strong in UX/UI design expertise and UI guardrails</li> <li>In-depth knowledge of Pega Upgrades, Server Configurations and trouble shooting</li> <li>Strong understanding of Agile development and its delivery model.</li> <li>Packaging and Deployment experience.</li> </ul> Desired: <ul> <li>Strong Hadoop/Kafka/Data Lake technology understanding.</li> <li>3 to 5 years of hands on experience working as the Pega Lead.</li> <li>5 to 8 years of hands on experience as a Technology lead working on multi-tier web application</li> <li>Experience creating frameworks and enterprise wide applications</li> <li>Excellent communication and interpersonal skills.</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.</li> <li>Manager of Process &amp; Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.</li> <li>Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.</li> <li>People Manager &amp; Coach: Knows and develops team members through coaching and feedback.</li> <li>Financial Steward: Manages expenses and demonstrates an owner’s mindset.</li> <li>Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.</li> <li>Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Application Development</li> <li>Data Management</li> <li>DevOps Practices</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Collaboration</li> <li>Decision Making</li> <li>Risk Management</li> <li>Test Engineering</li> <li>Architecture</li> <li>Business Acumen</li> <li>Data Quality Management</li> <li>Financial Management</li> <li>Solution Delivery Process</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Pega - Workflow/Data Automation Engineer

Job Description: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. The Liquidity Product Team in GPS is responsible for managing over $550B of corporate and commercial deposits across ~40 different currencies. The team covers deposit strategy, deposit pricing, deposit appetite, product development and product management - including investment sweeps, zero balance accounts, physical cash concentration, deposit account management and multi-currency notional pooling. The team also supports large/complex liquidity deals, drives liquidity thought leadership, analyzes the impact of monetary policy on wholesale banking and leads the GPS response to regulatory changes/inquiries. The Liquidity Product Management team is responsible for managing a core set of Liquidity Products as well as developing new products and capabilities in the Liquidity Product space. The team seeks to empower and enable the organization through data enablement and product development while managing the end-to-end product lifecycle, including ideation of new capabilities, creating a global product vision with corresponding Product roadmaps. We have an exciting opportunity for a Liquidity Product Manager to create, own and manage the Liquidity Data product roadmap, relevant data products, and empower our other product managers utilizing our data assets. This product manager will need to drive consistency in our data assets and reporting, help create and execute on the vision of our data and analytics capabilities, and ensure we are leveraging that data to optimize product management. The Product Manager should have strong core product management skills, including development, a strong understanding of Liquidity Product, and the ability to work cross-functionally with internal business partners. The position will be responsible for working with internal data partners to drive analytics, internal and external data assets/tools, and enable data driven decision making for the Liquidity business. Required Skills: - Working knowledge of Liquidity and Cash Management products - Technical skillset/acumen - Python, SQL, Alteryx, Tableau - Strong experience managing products through the product lifecycle, including risk management - Ability to breakdown problems, develop collaborative solutions, and drive results - Experience delivering and leading cross functional projects - Intellectually curious and have strong analytical and problem solving skills - Must think strategically and make sound judgment calls - Collaborative working habits - Comfortable interacting with senior colleagues throughout the organization - Understanding of Treasury Management (Global Payments Solutions) business - Proficiency in MS Office, Word, Excel and PowerPoint to support analytical and presentation needs Desired skills: - Experience with Liquidity data platforms and data landscape - Experience with making and communicating product roadmaps - Product development in an agile framework - Experience in end-to-end project delivery - Demonstrated ability to lead, influence and persuade others - Experience with Global Liquidity / Cash Management Structuring Shift:1st shift (United States of America) Hours Per Week: 40

GPS Liquidity - Liquidity Product Manager

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Drives the client experience • Grows business knowledge and network by partnering with experts in small business, lending, and investments Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs. • Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment. • Has a minimum of six months of experience offering solutions and services based on the client’s needs. • In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • Six months of cash handling experience. • Experience working in an environment with individual and team goals where goals were routinely met or exceeded. • Bilingual Skills Skills: • Active Listening • Adaptability • Attention to Detail • Collaboration • Customer and Client Focus • Client Experience Branding • Client Solutions Advisory • Referral Identification • Relationship Building • Conflict Management • Account Management • Business Development • Business Acumen • Critical Thinking • Emotional Intelligence Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. Shift:1st shift (United States of America) Hours Per Week: 20

Financial Center Client Service Representative - Figueroa-Adams Financial Center

Job Description: Job Title: Global Markets Client Onboarding Manager Corporate Title: Assistant Vice Present Location: Chester Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Location Overview: Be part of something special at Bank of America Chester. Part of a leading global financial institution, we are looking for high potential individuals to join us in driving our people forward. Bank of America Chester is an exciting, diverse workplace where we are committed to delivering a great client experience to the businesses and individuals who call Chester home. Join our team today and find a rewarding, global career. Job Description: The Global Markets Client Onboarding team are a fast-paced, client facing team that owns the end-to-end onboarding experience for both new and existing clients. Partnering closely with our Sales and Trading desks, we define requirements, then guide clients through the process to meet all Tax, Credit, Legal, AML/KYC and Regulatory standards. Throughout the onboarding journey, we provide clear and timely updates to both clients and internal stakeholders, keeping everyone aligned and informed. We coordinate across multiple teams to secure approvals and system setup, ensuring a seamless and efficient path to trading. Responsibilities: <ul> <li>Manage the end-to-end onboarding process for institutional clients across various lines of business.</li> <li>Act as the primary point of contact for clients during onboarding, delivering a timely and compliant client onboarding experience.</li> <li>Liaise with internal teams, including Sales, Trading, Legal, Credit, AML/KYC and Operations to ensure all onboarding requirements and met efficiently.</li> <li>Monitor and communicate onboarding progress with key stakeholders, proactively addressing roadblocks or delays.</li> <li>Ensure data accuracy and system readiness to enable client for trading upon completion of onboarding.</li> <li>You will be the voice of the client, enabling the strategic development of the client service model and technology platforms.</li> <li>You will participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li>You will ensure Bank of America is industry leading in onboarding – exceeding expectations, enhancing the on-boarding / integration client experience, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding.</li> <li>You will protect existing revenue and enable new revenue through onboards and mandates won for multi-fund launches.</li> </ul> Requirements: <ul> <li>Experience in client onboarding, account management or a similar operations/client facing role within financial services.</li> <li>An understanding of AML/KYC, regulatory and documentation requirements for institutional client onboarding.</li> <li>Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.</li> <li>Highly organised with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.</li> <li>Proficiency in using workflow tools and familiarity with onboarding platforms is a plus.</li> <li>Proficiency in French and/or German to support communications with clients would be beneficial.</li> </ul> Other Skills: <ul> <li>Excellent communications skills and ability to present to a senior audience.</li> <li>Ability to work under pressure in a team environment.</li> <li>Ability to liaise with all levels of the firm and people with different experiences and backgrounds.</li> <li>Self-motivated and able to work unsupervised. Able to manage own time and know when to escalate.</li> <li>Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.</li> <li>Excels in working among diverse viewpoints to determine the best path forward.</li> <li>Experience in connecting with a diverse set of clients to understand future business needs.</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li>Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.</li> </ul> Benefits of working at Bank of America Ireland: <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work because of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of adult-care per annum</li> <li>Ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, specified illness cover etc</li> <li>Use of a flex fund to use towards benefits</li> <li>Access to free counselling through an Employee Assistance Programme and virtual GP services</li> <li>Opportunity to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to join our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment are crucial to our long-term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Client Onboarding Manager

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the teams business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource. Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE Act Registration; ADV-2B Required</li> <li>Obtain and/or maintain at least one firm approved designation</li> <li>Strong leadership abilities, communication and delegation skills</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures</li> <li>Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk</li> <li>Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority</li> </ul> Skills: <ul> <li>Administrative Services</li> <li>Customer Experience Improvement</li> <li>Project Management</li> <li>Sales Performance Management</li> <li>Strategy Planning and Development</li> <li>Business Acumen</li> <li>Business Analytics</li> <li>Candidate Screening</li> <li>Coaching</li> <li>Continuous Improvement</li> <li>Account Management</li> <li>Process Simplification</li> <li>Reporting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Manager

What you can expectLead global strategy for revenue leader development and onboarding across Sales, CS, and Renewals. You’ll design leadership programs, build onboarding experiences, and implement frameworks that boost performance. Collaborate with teams like the Value Selling COE and leverage AI tools to enhance training, coaching, and productivity.About the TeamZoom’s Global Revenue Operations team empowers our Go-To-Market teams with tools, skills, and insights to drive growth. The Sales Acceleration function focuses on sales manager excellence, onboarding, and enablement—fostering a high-performing, learning-driven culture in a dynamic environment.Responsibilities<ul> <li>Leading global strategy for developing and onboarding revenue leaders across AE, Sales Engineering, CS, and Renewal roles.</li> <li>Developing a comprehensive Revenue Leader Pathway, including leadership training focused on communication, motivation, strategic thinking, and sales performance management.</li> <li>Designing and executing immersive onboarding that aligns new leaders with Zoom’s culture, values, and processes, reducing ramp time and boosting satisfaction.</li> <li>Establishing a competency framework to identify and address skill gaps, supporting continuous growth and capability building across all Revenue Organization leadership roles.</li> <li>Collaborating with the Value Selling COE to scale the Zoom Way of Selling and deliver training in account management and value-based selling.</li> <li>Partnering with the Value Selling COE to scale the Zoom Way of Selling and deliver impactful training in account management and value-based selling.</li> <li>Creating engaging learning experiences and integrating AI-driven tools to support personalized training, real-time coaching, sales call analysis, and productivity enhancement through automation.</li> </ul>What we’re looking for<ul> <li>Have extensive experience (6+) in sales leadership with success in coaching high-performing teams,</li> <li>Have solid experience (3+) in enablement or sales-related roles and people management experience.</li> <li>Have established experience (4+) in talent management, including developing onboarding or leader enablement programs, with a passion for employee experience and growth culture.</li> <li>Have the ability to design and deliver impactful training for sales leaders, including sales manager playbooks and reinforcement beyond traditional methods.</li> <li>Have robust experience in value selling methodologies like MEDDPICC or other consultative approaches, with a deep understanding of onboarding, sales process, and leadership coaching.</li> <li>Have interpersonal, communication, and organizational skills, with the ability to influence and build trust across diverse teams and levels.</li> <li>Be fluent in sales and enablement tech including CRM (Salesforce), Seismic, CMS, LMS, ROI/TCO tools, and platforms supporting forecasting, pipeline management, and analytics.</li> </ul>Salary Range or On Target Earnings:Minimum:$126 500,00Maximum:$276 700,00In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.Note: Starting pay will be based on a number of factors and commensurate with qualifications &amp; experience.We also have a location based compensation structure; there may be a different range for candidates in this and other locationsAt Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!Anticipated Position Close Date:06/27/25Ways of Working Our structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.Benefits As part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click <a href="https://careers.zoom.us/benefits" target="_blank">Learn</a><a href="http://careers.zoom.us/benefits" target="_blank"> </a>for more information.About Us Zoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars. We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Find room to grow with opportunities to stretch your skills and advance your career in a collaborative, growth-focused environment. Our Commitment​At Zoom, we believe great work happens when people feel supported and empowered. We’re committed to fair hiring practices that ensure every candidate is evaluated based on skills, experience, and potential. If you require an accommodation during the hiring process, let us know—we’re here to support you at every step. If you need assistance navigating the interview process due to a medical disability, please submit an <a href="https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&amp;d=1127274756253361" target="_blank">Accommodations Request Form</a> and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.#LI-Remote

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